Difference between revisions of "Sales"

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Revision as of 15:02, 8 February 2022

Sales

Sales Menu

Sales Module allows the user to create sales transactions for the customer starting from:

  1. Creating and converting a Sales Quotation to a Sales Order (optional)
  2. Creating a Sales Order
  3. Creating a Delivery Receipt by tagging the created Sales Order per customer
  4. Tagging a Delivery Receipt as delivered and
  5. Creating a Sales Invoice by selecting a customer and tagging a specific delivery receipt of the customer.
Sales Menu List
Sales - Module - List.png


The following are the module functions of Sales.
Modules Description
Sales Quotation This module allows the user to create a quotation of items to be ordered by a Customer. This module can be converted to Sales Order once the customer confirmed to order the items.
Sales Order This module allows the user to create a Sales Order that the customer wants to buy. This includes the Quantity, Item Details, Price and the status of the order if it is Pending, Partial, Completed or Cancelled.
Delivery Receipt This module allows the user to keep track the status of the items to be delivered to the customer if it is on Preparing, Delivered or Cancelled.
Sales Invoice This module allows the user to keep track the status of the transactions of a customer if it is Unpaid, Partial Payment, Paid or Cancelled.
Sales Process Flow


Categories:
Modules
Sales Sales Quotation | Sales Order| Delivery Receipt | Sales Invoice | Sales Process
Maintenance Customer | Item Master | Price List
Inventory Sales Return
Reports(Module)
Reports Sales Reports
Financial Statements Accounts Receivable Aging | AR Detailed Report | AR Transaction Report | Deposit List
Tax Reports Sales Journal | Sales Relief
Sales Reports Sales Report | Sales Register | Sales per Customer | Sales per Warehouse | Sales per Stock | Sales Transfer per Stock | Sales per Item | Sales per Category | Sales Top Item | Returns per Customer